Gabrial Mathews

Glenn Weisner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989, focusing on family wealth management strategies, portfolio management services, and retirement income. Glenn emphasizes personalized wealth management approaches tailored to clients’ long-term goals, supporting them with investment insights from Merrill and banking and lending solutions from Bank of America. Glenn holds a Bachelor's Degree and an MBA in Finance, both from the University of Toledo. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is committed to educating clients to help them make informed, non-emotional financial decisions, viewing himself more as an educator than a salesperson. In addition to his professional work, Glenn is engaged in community service, volunteering with local organizations. His personal interests include fishing, spending time with his family, and traveling.

James Mc Mahon is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and Kestra Investment Services. Outside of his advisory role, he owns JAM III, LLC, which manages rental properties and Airbnb rentals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.

Annie McLaughlin is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Citi for six years. Outside of her advisory role, she is a business owner associated with Lincoln University, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.